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Click on ‘Submit’ at the bottom left corner of the page to save your trades successfully.
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User Guide: Creating New Paper Trade(s)
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3. Allocate trades into portfolios
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The portfolio will appear in the tree-structure on the left corner of the page. You can drag-and-drop the portfolios to arrange and organise them according to your needs.
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User Guide: Creating New Portfolio
Allocate Trades into Portfolio
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Scroll to the bottom of the page to select the portfolio to allocate the trades into. Click on ‘Save Portfolio’ to save the portfolio successfully.
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User Guide: Managing Paper Trades
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4. Generate quantitative models/reports
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Click on ‘Dashboard’ from the navigation sidebar on the left to access the page. Select the desired model/report and click on ‘Create’ to open the model/report.
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We will select Portfolio P/L Details model as an example.
Click on ‘Settings’ (gear icon) on the top right corner of the model to set up the details of your model/report.
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Select the desired portfolio and other details in the pop-up box. Click ‘Submit’ to view the model/report successfully.
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In the Portfolio P/L Details model, all the trades in the selected portfolio will automatically be displayed, calculated and categorised according to the type of positions (PAPER OPEN, PAPER CLOSED etc) for your easy reference. You will be able to assess how your portfolio/trades have performed at a glance.
You may filter, arrange and categorise the columns/rows/groups, as well enlarge the model according to your needs.
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User Guide: Portfolio P/L Details
Other models/reports for your reference:
Position Matrix Position Matrix
Group P/L: Group P/L
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Futures Account: Futures Account
Portfolio Performance Chart: Portfolio Performance Chart
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5. Share quantitative models/reports
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You may paste the weblink on your browser or send to anyone to access the shared models/reports. The weblink will expire in 8 hours for data security reasons.
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Reference:
Detailed MPMS Guide: MAF Portfolio Management Suite (MPMS)
Full User Guide: MAF Cloud: User Guide
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